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MBERX vs RLBAX
MBERX vs RLBAX Comparison
Open Charts MBERX vs RLBAX
NYLI Balanced Class R6
Price$31.06
Change-$0.21 (-0.67%)
VolumeN/A
Net Assets438.56M
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
MBERX vs RLBAX Comparison Chart
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MBERX vs. RLBAX commentary
Jun 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MBERX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 244B vs. MBERX (439M). MBERX pays higher dividends than RLBAX: MBERX (2.35) vs RLBAX (1.23). MBERX was incepted earlier than RLBAX: MBERX (8 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than MBERX (0.74). MBERX is a more actively managed with annual turnover of: 230.00 vs. RLBAX (44.00). MBERX has a lower initial minimum investment than RLBAX: MBERX (0) vs RLBAX (250). MBERX annual gain was more profitable for investors over the last year : 4.79 vs. RLBAX (4.45). RLBAX return over 5 years is better than : 34.05 vs. MBERX (16.56).
| MBERX | RLBAX | MBERX / RLBAX | |
| Total Expense Ratio | 0.74 | 1.31 | 56% |
| Annual Report Gross Expense Ratio | 0.74 | 1.31 | 56% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 3.015 | 4.085 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 439M | 244B | 0% |
| Annual Yield % from dividends | 2.35 | 1.23 | 191% |
| Returns for 1 year | 4.79 | 4.45 | 108% |
| Returns for 3 years | 20.11 | 30.02 | 67% |
| Returns for 5 years | 16.56 | 34.05 | 49% |
| Returns for 10 years | N/A | 51.23 | - |
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